General Information

Fidelity Future Leaders
FIL Responsible Entity (Australia) Ltd
FID0026AU
Equity Australia Mid/Small Blend
starstarstarstar (as at 30 Nov 2017)
Investment Fund
22 Jul 2013
$66.77 million (as at 30 Nov 2017)
$17.4259 (as at 8 Dec 2017)
$17.3389 (as at 8 Dec 2017)

Fund performance (30 Nov 2017)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 2.96 12.93 16.36 25.5 16.24 16.7 - -
Growth return 2.96 12.93 15.35 24.08 15.23 14.92 - -
Income return 0 0 1.01 1.42 1.01 1.78 - -

Market index (S&P/ASX Small Ordinaries TR AUD)

Total return 3.91 11.6 17.31 20.5 16.95 13.36 7.4 -0.59
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Fund Performance Comparison

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Asset Allocation (30 Nov 2017)

Australian Equities 96.20%
International Equities 0%
Cash 3.80%
Property 0%
Fixed Interest 0%
Alternatives 0%
Asset Allocation

Objectives and Strategy

To achieve returns in excess of the S&P/ASX Mid Small Index over the suggested minimum investment time period of five to seven years.
The Fund provides investors with the potential for long-term capital growth by investing in a portfolio of listed mid- and small-cap Australian shares. It delivers significant diversification benefits by investing in 40 to 70 Australian companies.

Offer information

Indirect Cost Ratio (ICR) 1.20% (as at 30 Jun 2017)
Minimum initial investment $25,000

Top 10 holdings (as at 31 Oct 2017)

Holding Type % of Portfolio
Cochlear Ltd Equity 5.14%
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